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Hedge Funds Similar to Stillwater Advisors,

13F Portfolio OverlapQ1 2026Stillwater Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Stillwater Capital Advisors, LLC is an institutional investor managing $876M across 68 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Stillwater Advisors, are Argo Wealth Advisory,, Advisors Wealth ,, Quilter Plc, with shared positions in $MAR, $HON, $UNH, $KKR, $CEG, $TMUS. The full ranking of 25 similar funds is below.

#1Argo Wealth Advisory, LLCActive
Some overlap · 3 shared positions
$MAR$HON$UNH
$170M
48 positions
#2Capital Advisors Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$CEG
$745M
219 positions
#3Quilter PlcActive
Some overlap · 3 shared positions
$TMUS$MAR$HON
$5.7B
124 positions
#4JMAC ENTERPRISES LLCPassive
Some overlap · 5 shared positions
$MAR$KKR$HON$TMUS$GD
$522M
117 positions
#5Quaker Wealth Management, LLCActive
Some overlap · 3 shared positions
$MAR$KKR$HON
$320M
972 positions
#6Ridge Creek Global, IncActive
Some overlap · 3 shared positions
$MAR$HON$SHW
$118M
85 positions
#7Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$MDY
$191M
88 positions
#8Baker Ellis Asset Management LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$LRCX
$842M
254 positions
#9Triangle Securities Wealth ManagementPassive
Some overlap · 3 shared positions
$MAR$KKR$LRCX
$441M
206 positions
#10Financial Perspectives, IncPassive
Some overlap · 3 shared positions
$MAR$KKR$UNH
$358M
716 positions
#11TRANSATLANTIQUE PRIVATE WEALTH LLC
Some overlap · 3 shared positions
$MAR$TMUS$MDY
$319M
206 positions
#12Blackston Financial Advisory Group, LLCActive
Some overlap · 4 shared positions
$MAR$KKR$DRI$MDY
$160M
106 positions
#13Brentview Investment Management LLCPassive
Some overlap · 3 shared positions
$TMUS$CEG$LRCX
$231M
63 positions
#14Atlas Legacy Advisors, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$COR
$550M
195 positions
#15Themes Management Co LLCPassive
Some overlap · 3 shared positions
$HON$CEG$GD
$162M
151 positions
#16TRUST CO OF OKLAHOMAPassive
Some overlap · 3 shared positions
$MAR$HON$LRCX
$343M
139 positions
#17VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 4 shared positions
$HON$TMUS$DRI$COR
$1.6B
316 positions
#18Eldridge Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$MAR$KKR$MDY
$456M
154 positions
#19SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MAR$HON$LRCX
$106M
89 positions
#20New Insight Wealth AdvisorsActive
Some overlap · 4 shared positions
$MAR$KKR$SHW$UNH
$279M
107 positions
#21ALEXANDER LABRUNERIE & CO., INC.Passive
Some overlap · 3 shared positions
$MAR$KKR$T
$267M
122 positions
#22Yoffe Investment Management, LLCPassive
Some overlap · 3 shared positions
$HON$MAR$UNH
$78M
111 positions
#23ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$MAR$HON$SHW$UNH
$229M
75 positions
#24KTF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$MAR$HON$UNH
$584M
91 positions
#25CFO CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MAR$HON$SHW
$121M
104 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.